Hasbara is everywhere , it's no joke.
Read Nick Bryant as a starter or watch his interviews
https://www.amazon.com/Franklin-Scandal-Story-Powerbrokers-Betrayal/dp/1936296071
"I say we take off and nuke the site from orbit. It's the only way to be sure."
You move the assets (army, money, gold, production) where it matters to enable your tactics and strategy.
Possible cause: US debt will be restructure, and at the same time the gold at Treasury will be revalued at the new heightened market price, and in order for that to happen, it needs to be physically audited, hence needs to be in the US. Regardless of who owns or controls it.
Moving it to Israel would not allow restructuring captured US Gov debt and revaluing the price of gold. Moving physical to US does enable that.
I view this differently, but it doesn't exclude insider trading.
My guess:
- They were trying to really force everybody to negotiations with tariffs
- Japan , China and a few others said "fuck you" in different ways, via the bond market
- This blew up the UST bond market, which unwound the basis trade and all the other UST based highly levered swap trades
- This caused funding, liquidity and treasury freeze in the markets
- This caused massive forced dumping of all assets, incl. gold (in part)
- Bessent is a trader, he understood what was happening, Fed didn't bail out HFs, so they had to do the "90 day reprieve" to save UST bond market
- Before announcing the reprieve, insiders took positions, Trump tweeted
- Markets rose in the announcement, those insiders who did levered options trades , got nice 3-5x profits in a day
- ... but nothing was fixed (really) in the bond markets, just some uncertainty reduced, so next day... bond markets (and stock in part) down again
- This will continue, as those holding bonds in levered trades, have to force unwind their levered positions. Larger the daily drops, the faster they have to unlever and sell to the market -> doom feedback loop to the drop
- Fed is probably ready to do open market operations, IF there is no bid in the UST market (i.e. total collapse), but looks like they are NOT ready yet to do a full bail out of the levered basis trade hedge funds
- This will continue until the 90-day reprieve runs out and/or DJT administration pulls another unexpected rabbit/tweet out of their collective arses (and take insider positions on the market, before announcing them)
So: traders market. Insiders have the advantage. Don't trust anything. Trust the trend. Hate them all. They've all been insider traders for decades, whether Dem or Rep, it's all in the stats (follow unusual_whales on x.com).
Yeah, I'm partially in that camp too. ZOG already owns / control in US:
- Fed
- Biggest Regional banks (partial)
- Biggest too-big-to-fail investment banks (JPM, GS, MS, etc)
- All the big funds (BlackRock, State Street, Vanguard
- Hollywood, news media, entertainment media
- State dept (i.e. foreign politics)
- DHS
- CIA (at least in part)
- FBI (at least in part)
- Highest courts (in part)
So to complete the control, they need to take control of:
- IRS (tax collection)
- Treasury (bond issuance) : this is actually biggest entity of money creation in USA, not FED, not regional commercial banks
- Control of already issued bonds (now it's divided between TBTF primary dealers and HFs)
- control of future consumer currency (now it's Fed notes and Regional bank accounting) -> so "cryptos" and/or CBDC
So, the debt reset of US outstanding debt can indeed be just an event / process through which they take control of the remaining missing parts of the US financial/revenue/monetary systems.
Some is, some is just hype-trend following like the "Internet boom" of 1999-2000, which deflated about 80%.
The same will happen to AI boom, but the field will remain.
The AI server hyperscalers are already down and reducing capex.
It was just a matter of time before that happens,
Nobody is yet making any money to cover all the CAPEX on it. Not ChatGPT, not MS, not Google, not Meta.
So, pain comes next, and this includes nVidia, Broadcom, maybe even TSMC.
Latest rumour (from an unknown trading desk, going around twitter, yeah I know....) is that it was Japan who dumped the UST10Y, causing the basis trade to blow up. Then 90 day reprieve and they backed off.
Whoever it was, they showed they can squeeze the administration where it hurts (at least in terms of optics and stock crashes).
Anyway, interesting times.
When I see a title "The Truth about...." I skip.
Nope. If China did it it would have shown in other capital flows, but it didn't. So unlikely. Jim Bianco had a fairly succinct analysis of this.
The most likely explanation is the Basis Trade unorderly unwind (it's an arbitrage between US 10 year treasury and SOFOR 3 year swap spread - or actually derivates of them).
The last weeks many events caused issues with HFs who run the basis trade, and the too fast movement in US10Y broke the trade, causing uncoordinated unwinding of positions and selling of the underlying assets (US 10 year treasuries), which happened during the stock unwind, so there was very little bid and the yields shot up.
That to me, is the most likely, most parsimonious and supported by available data explanation.
Yet, questions remain:
-
Is the Basis trade unwind over? If not, who will bail out the hedge funds? Basically Fed already did that once in 2020, so it would be down to them (it's a REPO operation, not an interest rate change).
-
Now that we know that basis trade is vulnerable, is it open to actual attacks? Who would benefit and do they have (or can they access) enough US10Y positions to mount such an attack for long enough (i.e. capital requirements and loss-taking capability are huge for such on operation).
-
We know the treasury markets have been beyond normal rigged and broken since GFC2008, after which the basis trade was born to "hedge" the volatility in treasury markets. It's now broken twice (2020 and now) : so when will the whole market brake, even if nobody attacks it?`
Basically I just see what happened as one more indication of the fact that the whole global financial system, along with its crucial financial plumbings (of which Basis Trade in US10Y is an important part of), are over-levered, fragile and they have started to oscillate (volatility frequency and amplitude is increasing). This just points to the fact that the players in the network are getting antsy, everybody knows the system will break one day and there's (currently) no replacement, so everybody keeps eyeing at the exit but still dancing within the current system until it breaks.
When is that breakdown due? I used to be foolish and over a decade ago thought it was near with the euro sovereign crises during 2011-2013, but we sailed through that too.
So I don't know. It's just that the governmental debt maturity wall coming at us '25-'27 is so big that not all governments will be able to get served. There will be some carnage at least. Combine that with the facet that the current US administration has several times flagged they want to restructure US remaining (and incoming rolled-over and future) debt, so I'd say that the changes for a big breakdown is during the '25-'28 timeframe.
Then again, I've been wrong so far every year, so nobody should listen to me....
ZOG don't care. It's all about optics.
DJT tweet: 116M views , 441K likes
Yemen Military tweet: 3M views, 93K like
That's a 3x to 40x ratio.
It's all about numbers.
Plus ZOG lives on division and tribal hate, which these bifurcated view/like counts just fuel even more.
It's not by stupidity, it's by design.
This is what I've been trying to tell for a long time. Yes.
It's about debt restructuring . Everything else is small potatoes compared to it.
It either works or US bankrupt .
Yes I agree, that is part of the reset and restructuring phase. A shakeout if you will.
And in that shakeout a lot of wealth will be transferred from middle-class to the ownership class, just like in GFV 08
Full thread sans the videos : https://threadnavigator.com/thread/1907852766250250388/
You need to think in terms of scales. From big to small:
- World public & Private debt
- World trade along with tariffs
- currencies
- stocks
This is about restructuring debt first , then trade , then currencies and the rest is just fallout.
Western governments debt restructuring is coming , but it will be a process , not a single event.
"Europe won't survive until it has learned to be multikulti...."
Don't argue with Christian retards who don't read actual research
UK is the testing grounds and example.of what they want to do to rest of EU and AUS and NZ. US still uncertain for now.
Jews ran the COVID-19 op. SARS-CoV-2 weaponization. Covid-19 Injections. Plandemic Media hysteria. And if you believe in DNA nanobots, they did that research too.
Cattle we are.
Claims are NOT proof. Still , so far nobody has been able to properly nanoscale image these or show/demonstrate their function (and I mean the injections or from people injected ). All we have are claims.
I don't think it is beyond thw realm of possibility , but we are still lacking proof.
There's a lot of vaccine and cancer talk now from the Trump administration insiders:
https://www.youtube.com/watch?v=mgZaT-OriO8
What is coming is a big overhaul of the Big Pharma field, who is running out of drug patents and needs new, constant, guaranteed buyer, liability protected and patent protected revenue streams.
Everything will be turned into injectables: peptides, bioregulators, biologics, gene therapy. AND they will all be labelled as "vaccines" in terms of legalese and the vaccine manufacturer liability will be kept in place.
A Big Pharma product revolution is coming.
RFK Jr is cleaning house at NIH for the same purpose.
Most likely winners:
- Moderna
- National Resilience
- ImmunityBio Inc
- Pfizer
Yeah, you the target consumer, will be the loser.
Act accordcingly.
This is good. A combination of conspiracy, psychological operations, poisoning the well, assassination and of course, "the group" or "the octopus" that control it all.
Lots of threads to follow, with no real clear cut answer (at least not with solid proof).
However, many arrows again point (at human) level to same direction: jews, jesuits, LDS, banking families, faction within the CIA.
It's a given, not an if
Sigh. Still no microscope level proof. Same claims as for the past 3 years.
ALIENS https://www.youtube.com/watch?v=B9aM4rH692M